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Meeting the investment needs of business owners

Grow your business and your wealth

Investment solutions for your business

Whether you want to put your surplus business funds to work, support your or your employees' retirement needs, or get some financial planning expertise, we're here to help.


Investment Options

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Term Deposits

Guaranteed interest rates mean you always know how your money's doing

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Group RRSP Plans

Help your staff save for retirement through an employee-sponsored savings plan

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Investment Portfolios

Build a customized portfolio to help you meet your unique business goals

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Why partnerships are a win-win

It might seem counter-intuitive, but partnering with other businesses can make yours stronger and more competitive. 


Retirement Programs

Being a busy business owner doesn't mean giving up on saving for a comfortable retirement.


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Insured Retirement Plans through universal life insurance

Build savings on a tax-deferred basis with a permanent life insurance policy.

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Individual Pension Plans for business owners

Boost your retirement savings while lowering your company’s tax burden.

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Group RRSP plans to meet the needs of your team

Help employees save for retirement through an employer-sponsored plan powered by payroll deductions

How can we help?

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Work with an advisor

Get one-on-one guidance to develop a wealth strategy

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Not sure where to start?

Chat with a Coastal Community online representative

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Visit a branch

Get connected with the expert advice you need

*Mutual funds, other securities and financial planning are offered through Credential Securities, a division of Credential Qtrade Securities Inc.
Credential Securities is a registered mark owned by Aviso Wealth Inc.